Overland Park, KS Investment Service

Andrew is a highly experienced investment advisor with the CFA credential to back it up. He has the ability to take on some of most challenging investment and financial p ... more

Our family has been working with CFO Capital Management for some time and couldnt be happier. We have received excellent personal care that goes well beyond asset manage ... more

Excellent financial advisors very detail oriented with lots of experience. Highly recommended!

Great place to work!

If you are looking to solidify your financial planning this firm is the one to talk to. Their wealth management planning is the best I've seen. I highly recommend them.

Kevin is AWESOME!

John Fales and the team at searcy have gone above and beyond to get me set up with my retirement and savings goals. They have always been capable and prepared and I appre ... more

Did great on my taxes and explaining everything

Incredible

I have known Rick about a decade. Used him for a couple projects and referred him a number of times. You cannot go wrong with this company.

Steve is a great advisor! He returns my phone calls promptly. He invests my money in great investments! I have stellar returns! You need to have Steve Spangler on your si ... more

Jeremy has doubled my retirement in a few short years. I’m very thankful I was connected with his services

I am what you would consider a young professional. I learned early the value of planning and investing. But there are so many places out there. A bit of research shows wh ... more

We have gone to Matt and his Team since he opened in OPKS. They are always informed, prepared and responsive to our needs and goals.

I submitted an urgent wire transfer request in person at noon and was told it would go out that day. They sat on the request for another 4 hours after I left and didnt p ... more

Great people. Wonderful building. Plenty of free parking.

They have always done an excellent job in handling my family's accounts. All of the information that we have received from them has been beneficial, and they have always ... more

Called to get help from an agent (Tim Dehaemers) because I knew his brother growing up. The agent I had been working with had left WF. When the call was answered, I asked ... more

This team of advisors has been incredibly informative, patient, and helpful. They are always easy to get ahold of. Highly recommend.

lost payment

It's the 21st century and need my spouses consent for a rollover? It was opened solely by me. Spouse is only a beneficiary as is my mom....they don't require her consent. ... more

Called to get help from an agent (Tim Dehaemers) because I knew his brother growing up. The agent I had been working with had left WF. When the call was answered, I asked ... more

Called to get help from an agent (Tim Dehaemers) because I knew his brother growing up. The agent I had been working with had left WF. When the call was answered, I asked ... more

Worked with Andrew Johns on Mortgage options for my home and had a great experience! Josh